e-automate Ideas Portal

There should be the ability to add a down-payment/deposit to sales orders and directly associate that payment to the said order. The feature should also have the ability to set a requirement at the customer level, even company level.

Some vendor (Kyocera) websites are extremely slow when checking availability. It would greatly speed the process if the purchaser coould choose which vendor to query BEFORE it searches. By not being able to exclude a vendor, it can take 20 minutes...

I would like to see E-Automate sort numbers (account numbers, tax id numbers etc) in actual numerical value order. For example, in a series of numbers, this is how it currently sorts: 730, 7400, 750. This causes a lot of confusion and does not all...

I often have multiple service calls within a work order. It would be nice if I could see more than 2.5 calls listed.

In previous eA versions, once a column was rearranged on the equipment/item tab of a service contract it stayed that way. It no longer does that, and therefore requires me to scroll over or open each line to verify information. Having them "stick"...

Please increase the character limit Invoice messages, we run into issues (especially for direct debit customers) where we are unable to put any messages on invoices. We want to put on messages with toner scam warnings as well as direct debit infor...

Please increase the character limit on both the problem description as well as the job remarks for service jobs. We're having issues with both sides not having enough character space to enter full notes. I understand we can put it in the notes sec...

Currently, inactivating a GL account only limits manually selecting that account from the account drop down when entering the invoice. It does not prevent using it if a vendor has a default GL account entered on the vendor record; the default will...

It would be nice if the branch's name was printed on all reports rather than the main company's. It isn't very clear when reviewing reports for the branches if they use a different name. Our branch is Office Connection Leasing Inc., but the compan...

Our customers would like to be able to click on their old/previously paid invoices so they may view and print them.